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into equities. it's very interesting. look at the 1,000 and 2,000, large and small cap space, but also defensive versus dynamic, the rally we've seen has been very strong. it's had this very defensive tam boar tambor. it's like this sub tub city -- city constitution effect. global economics, look at the u.s. first. name by name basis. emerging markets. i would think global bonds. longer term investors, commodities from a valuations perspective look attractive. >> commodities? gold? >> not necessarily gold. >> oil? >> dr. copper. the valuations are beginning to pull in a little bit if you've got three to five years which maybe a lot f of people don't have. if you're a longer investor like your clients. just rebalance into that. take a multiasset approach. >> greg, i don't know if you asked those investors who are risk averse that you had in your survey, but where are they putting their money if they're not in the stock market? they're getting nothing from fixed income right now. >> yet they're content with that, it seems. it's cash. it's bonds. this is what concerns me, bill. this is going to req
're no exception. so i think when you look at the sector, it's a more defensive space than you might think. and in our case, we're a total return story. we are pay agonize dividend with this offering. we feel good about the offering that we have. >> it is very unusual that you said you're going to be offering investors a dividend. very rare for a new public company to do that. why did you decide to offer a dividend? >> it speaks of the strength of the company. we generate a lot of free cash flow. we're looking at a total return for our investors. a dividend is a big part of that. that's a solid part we can offer. >> do you think that's going bring more investors to buy into the stock? >> people are look for yield these days, for sure. and that's certainly an advantage. >> and the seaworld ipo by the way is one of the five biggest offers in the u.s. this year. >>> still to come on the program, the housing mke sis of. and with the nation's home builder schedule due to report their earnings next week, we take a look at the one company you should watch. but first, here is a look at how interna
in the looks completely defensive if you look to the upside or the down side of the s&p. is that the trend of the week for the market's overall to go into the defense of utilities? >> absolutely. some may go way. we are up with the indices' over three and a half months people take off the table and enjoy the money over the summer. you don't want to be out but rotate and me very careful. cheryl: en one heck of a day for these markets and the triple digits swing. also looking at the s&p there are nine stocks falling to a brand new lows and nicole petallides is watching that from the floor of the new york stock exchange. >> we have seen broadbased selling but economically sensitive sectors are doing the work with energy and financial and technology and some names hitting new 52 week lows with peabody energy and report back iran and going into the green with report mack ran. and going down below $400 the lowest levels we have seen since december of 2011 also newmont mining the best of the worst is what you need like health care or consumer staples that have concerns -- been able to hold on. th
an hour. we have subsequent meetings here, secretary of state john kerry, secretary of defense shuts hegel, director of intelligence james clapper and others at the white house. however senior administration officials stress that is for previously scheduled meeting of national security principals, so nothing really specifically to do, nor was unscheduled specifically because of the events in boston, that was earlier this morning. news from capitol hill according to bret baier of fox news saying officials briefed lawmakers on capitol hill telling them they really want to get this second suspect alive find out perhaps if there are any more people involved, find out whether they have any training overseas or if they were radicalized in the united states or overseas and that has final implications to this investigation when you consider taking him alive versus not so that is something they're working on. we got everything in boston where all eyes in washington are right now from governor deval patrick saying there are continuing developments, can't talk about them now but talk about them later
that says maybe you should move back into tech and out of some of those defensive consumer areas. >> we're not there. we've been advocating what we've been calling stocks with bond-like characteristics for better part of two years and we really pressed that at the beginning of this year. we are not ready to make that change. if through earnings season and as we get into the full april data set you really were to see a significant correction, probably in the overall market but certainly in those capital spend sensitive sectors, then you might get a window to do it. but we would not be doing that today. >> obviously, barry, then the alternative might be to continue to buy some of these defensive names and we see them at the top of the list today. the verizons and pepsis. don't you run into a valuation question there? how expensive do they get when even they are not a good alternative? >> we don't think valuation matters a whole lot for those stocks. we think it is more about the huge tentacle created by fed buying and now bank of japan. some of that buying weakened into the u.s. this is t
in boston the defense against terrorists is putting some companies that are not well known names into the spotlight. jackie deangelis working that angle. >> good afternoon. the boston bombings brings attention back to security and safety issues here at home. there definitely are some companies that could see an uptick from increased orders in security software and equipment. oppenheimer highlighting video monitors and communications, interception solutions that enable realtime online tracking of suspicious activities. companies like nice systems and verint both leaders in that space. crt capital feeling other significant sporting events will respond to the boston incident by stepping up their security measures as well. crt adding osi systems, american science and engineering, and also flir systems to the list of their names to watch. there are also security monitoring equipment companies like honeywell. honeywelcome pets in this space with united technologies and tyco international which also offers various security monitoring technology equipment. ingersoll rand, they have a sec
, tinto or cliffs natural resources were also weak. defensive names like walmart were also done, but fared better. the main catalyst for the sell off was concerns about slower global growth. china reported gdp for the first quarter below expectations. with europe in recession, trader rs now worried where is the growth going to come from. i'm bob pisani at the new york stock exchange. >> as bob just mentioned, the price of gold plunged today, recording its second worst loss ever and closing below $1400 an ounce for the time in more than two years. today was the first time ever that the dow and price of spot gold both recorded triple digit losses. why is selloff and what may be next for the precious metal? jackie deangelis has our report. >> another massive selloff in the gold market today, but what's fuelling the fur rouse rotation? several factors are at play including the continued strength in the equity market. gold had lost its luster, but gold is also an inflation hedge and as long as the fed continues with its stimulus program, investors believe inflation is likely to remain in check.
or if you do have a portfolio manager, look to manage it defensively. by that, either have a ladder portfolio so you can reinvest a rates go up, or, have a short duration where you have -- >> okay. >> set et et cetera to keep your maturity short. >> i want to squeeze in a tax question. we hear that the obama administration may want to put a cap on the tax exemption. is that another reason to clean up your portfolio now rather than wait? >> well, i don't know that it's another reason to clean up your portfolio, but it's certainly something to keep on the radar screen. you know, obviously, with everything that's going on in washington, everything is on the table. and with each one that comes out, there's a proposal that there would be a 28% cap on deductions so no one would be lower than the 28% tax bracket. that means you couldn't have all tax-free income that would put you in no tax bracket. in essence, that would be a tax on municipal bonds. mayors and governors are fighting this very, very aggressively. and each time they seem to get it out of the budget proposal and then a new bu
people respond. >> republicans are looking for a way out of that defense sector. there will be more pressure put on them right now. the people who wanted to wobble anyways, will be wobbling harder. we will not increase spending on anything right now. connell: i know it is tough a couple days after something like this happens and the development that are happening today, but what is your opinion? should we change the focus? >> in some ways it should focus our focus. think about 9/11. we reacted to that with a big massive freak out, for lack of a better word. we are still taking off our shoes at the airports. we thought we needed to do something. let's remember that as we react to boston right now. let's focus on that. we need to realize that facing this horrifying attack, we will not make it better with coming up with security theater to the measures. dagen: it is almost impossible to link spending directly with an event like this. >> of course. dagen: knowing so little as we do right now even about the type of devices that were used in boston. you are hearing references to it, but n
trace, hi, jirnlgs as we all know, the department of defense is planning to downsize the military over the next few years as we also conclude our business in afghanistan. do you believe the large amount of dod contractors and military xoert personnel will flood the job market and increase the demand for goods? no, trace, by the way the army and navy don't move that fast. there would be a peace dividend, that happened in the '90. i don't think you should look at this issue in a way to make money off it, though. it's really not a needle-mover. as a matter of fact, it can be negative for a lot of the defense companies, as we know. and they have been under a cloud because of these cuts. here's one from danny in new york. hi, jim, i heard you say considering the downside of an equity that you would consider a stock than a put. please elaborate. danny, i am so glad you sent me this. because if i have created any misperception that i favor shorting stocks, it is completely out of character with all my books and what i used to do with my hedge fund or trading for myself. i always do puts. i ra
flow is going into the defensive sector of stocks. while nobody is watching the money is going into the bond market. these are all warning signs saying you know what? maybe we're at temporary top. maybe we need a correction here. david: gene, you see the warning signs. you see the dow pulling back to 14,000, right? >> that is correct. i do think there are signs which the guest already mentioned. there is weakness of oil to be concerned about over the near term. there is correlation with the oil and stock market since the start of this cycle. weakness in oil could portend investors worries that the economies are slowing down not just in china but globally as well. so that will probably put pressure on the market. the other thing too, we're in the earnings season and this might be the quarter that doesn't delight. that is that we do get some dispoints manned -- disappointments and we get stiff reactions to the disappointments. lori: bob, you were cautious yet looking for stocks to show gains for the year. what do you think will get us past these bumps in the road? >> i think the
are again, a defensive day by and large. the big question i got early this morning is what the heck happened in germany? i don't have an answer for you, and some people are calling it a mini flash crash. the dax dropped 180 points in like, eight minutes right after the open and i don't have an explanation and there is a series floating around about fat figure trades and it was very unusual to see that. germany is now down eight in a row and we are are down 1.7% in germany. france was down 1.5% and there were many knock-on effects as a result of this and that's all i can tell you about it. carl, i think you were mentioning these ping-pong markets and that's the other big topic overnight. so you are down 234 on monday and you're up 160 on tuesday. you are down 103 on wednesday here and it's very tough for active traders to take positions. you get a lot of complaints about this stuff. you get stripped out every day depending on which side you're buying protection on, going long or going short and it's hard to take positions and it gets frustrating for active traders and of course, you can stand
of the bad parts of it, i.e. europe, and that takes you to what we call defensive growth, defensive growth, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private
? >> well, in essence we've had this outperformance of the more defensive sectors but it is not so much that they're defensive. we're talking about stable cash flows, stable earnings, stable share prices and higher than average dividend yields. david: let me stop you right there. practically everybody says you want to get into dividend stocks. you're saying don't just look at the dividend. it has to have all the elements, stable cash flow and all the other elements? >> exactly. for example the dividend yields last four weeks have suddenly become attractive in the material sector. that is all the stuff leveraged to china. the share prices are fallen and dividends might be at risk. we're talking about with companies with very stable businesses that do have bond-like characteristics throughout the company. this is largely a function of fed policy. the portfolio balance channel while it hasn't done a heck of a lot for real macroeconomic growth has certainly made the bond market more expensive. david: you talk about bond-like charactertics, the main characteristic of bonds they're stable. th
is investors chasing the most defensive areas, when you see coca-cola and general mills and these great companies and that's the leadership area of the market, that doesn't express global growth. we want to show those, the energy names and that's real in this country and that's not going to get the respect. the housing recovery is real and it's not going to get that respect and we need to show that is the future of the economy and to do that, the economy will stand on its own two feet and otherwise it will be renters of stocks and not buyers of stocks and they'll believe that the fed is propping up the market and the market can't stand on its own two feet. what should we do? what is an investor to do now? sure, again, the volatile that's crept out of the market can be an opportunity for investors and if we look at what's been left behind in this rally and we talk about something like energy. if you believe the global growth story is real and some of the industrial names that are down in sympathy with gold and that's where an opportunity lies and if you look at the miners and the industr
for these defensive groups to be leading the market in up turn. if the market pulls back they will lead in the pull back and more. >> which is highly unusual. >> very unusual. >> thank you so much. >> a pleasure. >> see you again soon. >> sue, shamu is going public. black stone taking its sea world entertainment group three years after it went private. jane wells is outside the world famous sea world in san diego. have you spoken to shamu yet, jane? >> very good. shay-moo is a london whale. i have not spoken to him. i just didn't want to make the big whale angry. ths turning into a whale of a deal. it keeps getting bigger. black stone which bought sea world was going to sell 10 million of its own shares. now this march of the penguins, sea world plans to use its portion to pay fees and debt. so all told, we could have nearly 30 million shares priced between 24 and $27. this for a company with 11 walter parks. most revenue is now coming from florida and sea world sales, profits and spend per customer is all growing. it is a unique leisure company. >> i loved shamu so much so i can't wait for my son
for the cia as a former deputy assistant secretary of defense. how critical is it that the 90 year-old brother of tamerlan tsarnaev be caught alive? >> well, is important. there is still some months that we don't know about this. is there a firm international connection? with a self radicalized? what motivated them? are there more potential terrorist attacks in the future? other part of the sleeper so? is the picture gets more clear new information makes a blurry, and there is just so much that we need to know. getting a hold of him and the freaking get informational tell us a lot. dagen: of course we mentioned the city has been on virtual lock down the public transition down. all of your major ones. so closed for today. amtrak service was closed down. people told by the governor of the state to stay indoors. boston and the surrounding areas. how critical is that? how critical is it that for these authorities to be a will to do their job? >> well, first of all, is public safety, of course. there are armed law enforcement officers, federal, state, local, out there trying to get this guy. anothe
them. that doesn't mean that national defense is not a good idea. on the other hand for people who think that marijuana is relatively safe. they don't think that the gateway evidence is consistent. that people should be left to do what they want to do so as long as they're not harming others, for them there are lots of good arguments for legalizing even without the 20 billion and that's icing on the cake. >> what tax per ounce of weed sold legally did you put into your equation? >> didn't compute it quite that way, but something like 50 to $100 an ounce and market prices now of marijuana vary a lot, but typically maybe in the 3 to $400 a range and that's a tax rate which is higher than on say, normal goods as part of the sales taxes and not so high as to drive the market underground because of tax evasion. stuart: would you expect the price generally to the public to go down if it were fully legalized all across the country? >> i think it will probably go down some and my estimates assume a fairly substantial reduction. the same time, i think we're very close to a defacto legal mar
, screaming at me, why isn't this guy in jail? look at this way, corzine's defense he put on a trade on italian spanish bonds. we point out that the trade turned out to be very profitable. people got worried about the trade in the market and they pulled out their money from, they pulled out their lines of credit. every brokerage firm needs lines of credit to survive, from mf global. the ensuing madness where mf global, maybe didn't have enough staff on board, caused them, it caused money, customer money to be somehow comingled with the firm money. it is hard to prove, that a, that trade was done with malice. which it wasn't. it turned out to be right ultimately. b, that he really was directing people to misuse customer money. it is, when you break it down, i'm telling you, i'm no fan of jon corzine politically. he is a very nice man personally, this is a hard case to bring. now i'm not saying they are not going to bring it. for all i know they have charges tomorrow. i haven't seen them and i haven't heard of it, but i will tell you he will litigate this back and he could win. this is
for the quarter. sector to sector, defense sectors doing better, utilities, health care, and telecom. back to you. melissa: thanks so much. lori: fbi confirms preliminary tests on a letter sent to president obama tested positive for ricin. rich edson has the latest. rich, when you hear news like this coming after the bombings in boston, you understand why the fear trade is in play here on wall stroat. >> absolutely. in washington, d.c. as well. this is the nation's capitol in a heightened state of sensitivity this after three suspicious packages now all clear from u.s. senate office buildings, a report we had brought you last hour. the u.s. capitol police have taken care of the packages in the senate office building that are now all cleared. the letters, one sent to the president of the united states, the other two a u.s. senator. this from the fbi saying filters in a second government mail screening facility, preliminarily tested positive for ricin this morning and mail from that facility is tested. there's no indication of a connection to the attack in boston. also, u.s. senator carl levin, a d
, but these deflationary pressures have been in play since the end of january when commodities started falling, defensive sectors started leading. you get the sense that something's happening, you get the feeling that something's about to hurt and then the spasm happens. when you have deflationary junctures, which is what every part of the market place is seeing is happening right now, that $85 billion a month is not enough from the fed -- >> you're making reference to how much they're buying every month when it comes to securities out? >> correct. >> peter anderson, bank of america may have set the tone this morning with that disappointing earnings report, yes? >> y >> yes, it was. and that's symptomatic of the -- >> peter, hang on one second. we'll have to do this for the next couple of hours as more news continues to break. let's go to sue herrera with the latest. what do you have, sue? >> bill, our team on the ground in boston is reporting to us that the federal courthouse in boston is now being evacuated. you're looking at a live picture right now of people leaving that courthouse. we don't know why
probably own stock in corporations, as wealthy as you are, that have an interest in the defense industry, and you as a shareholder could get hands on that. >> really, i could? >> not all is classified. certainly, the fact they are doing is not classified. >> isn't that hate speech? >> no, even hate speech is protected. hate speech is protected as long as -- >> it's mayhem that's not protected. >> i could have sworn the anarchist cook book was banned. was that just lore? >> i think it was lore that was banned. the theory of the federal government is that individuals should decide what to read and see and hear and distribute. the government doesn't make those decisions for them. >> hate speech sows violence is outlawed >> right? >> all speech is incompetitive advantage wows when there's speech to rebut it. if there's stuart, let's get him, the mob gets him, i could be funnish -- punished for speech, but they say, what, are you crazy? it's stuart, and mob lays back, my speech is protected. >> i want to recommend your editorial in today's "washington times" about social security being a ponz
're moving them into cash right now. you're looking at a heavier cash position. you're defensive here. why? >> very simple. because valuation is getting stretched. we're traditional investors. as things get more expensive, we tend to sell them. when they get cheaper, we tend to buy them. we're seeing as stocks hit our price targets, in many cases targets that we had two or three years out, they're hitting the price targets now. we don't have something we feel is ready to buy. we have more cash today than we had in the middle, early part of 2008. simply because it's really hard to find compelling, good risk reward scenarios in the market because valuations are beginning to get stretched. dagen: you're looking at the major markets in one way and being cautious with cash. on the other side, you're starting to nibble on the gold and silver, mining stocks. why that particular group? we've seen incredible losses in gold in particular, silver has somewhat been following suit but you're saying go for the miners. why? >> in our particular case we're very old fashioned. when things get hit hard, we
. @ >> at 23 past the hour, i have your fox news minute. defense secretary hagel is assuring israel the obama administration is committed to supporting the jewish state's military superiority in the middle east. hagel met today with israeli president peres as pentagon chief. hagel said it is israel's right to decide for itself whether to strike iran's nuclear facilities. chinese crews rushed food and supplies to rural residents trapped after the earthquake in china. the quake killed at least 188 people and injured more than 11,000. river levels are above flood stage in several midwestern states. heavy rains and recent snow have caused the mississippi river and other rivers to surge in missouri, michigan and four other states. 41 counties are disaster areas from flooding. i'll get you back to cheryl and dennis. cheryl: all right. thank you very much. lines at the airport today just got a little longer as the f.a.a.'s furloughs begin kicking in. washington's reagan national airport has the latest. rich? >> well, here at national we're looking at about 15 minutes to an hour long delays and about
is to stabilize stocks. lot of times we conjure that side of the market. is a more defensive than with you want to call it that. tracy: this is going to continue. your job is going to be tough for a while. >> we opened the volume with volatility. tracy: what is your outlook for the rest of the week? are we going to continue to pour off into nothing more do you think this will turn around? >> there is always hope but we are trading at session lows, the volatility index is creeping up 7% right now, the s&p 500 testing 1540, support is down 1543, the 50 day moving average. is getting ugly. tracy: thank you for taking the time. adam: apple, is this a good time to buy? we will ask an analyst next. tracy: let's look at the winners and losers on the nasdaq but there are some winners. brendel resources holds up, 5.1%. we will be right back. @ tracy: apple trading below $400 for the first time since december of 2011. google reporting after hours what should you be doing now? senior analyst for chelsea advisory group here to tell us, tech stocks up 1%. what is going on? >> slowdown in europe and som
the articles. we know now he ran after his own brother. you know what the defense is going to be. i was brainwashed by my brother. i ran over him to get away. >> the older brother, basically was even asked to leave his own mosque because his anti-american views were so strong that the islamic community in cambridge was outraged. >> if they saw this happen, raise this question and raise him and bring this issue to the officials? >> yes. >> that's the other piece of that that year going to be talking about. thank you in boston. michelle, thank you. anything that you see here on "squawk", shoot us an e-mail or follow us on twitter. >>> coming up next, market insight from flem. and morgan stanley. and gold on the rebound after a big slide. find out what's driving the move back above $1,400. plus, what is apple bringing to the earnings table? we tell you what we should be looking for when numbers come out tomorrow. [ engine revving ] ♪ [ male announcer ] every car we build must make adrenaline pump and pulses quicken. ♪ to help you not just stay alive... but feel alive. the c-class i
to aerospace and defense customers during that quarter. dupont reporting 1.56 per share. that was four cents higher than wall street estimates. chairman and ceo will be joining us in a few minutes to talk about all of that. among the other stories we're following this morning a car bomb hit the france embassy in libya today. two french guards were injured. there was extensive damage. this was the first attack on a foreign mission since militants stormed u.s. consulate in benghazi. >> u.s. equity futures have been indicated higher. came in looking at moderate red arrows. dow futures up 65 points above fair value. s&p up by better than four and a half points. overseas in asia overnight you did see a little bit of weakness. hang seng down 1%. and in europe right now, the trends there at least have been following what we have seen here. in fact, the cac is up 2.5%. da x-up 1.6%. the markets have a healthy dose of earnings today. we have seen a lot of that. the market is attractively valued. but he says there are still shorter term technical concerns. joining us is john lynch at wells fargo bank.
Search Results 0 to 29 of about 30 (some duplicates have been removed)

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